Financial Journey

Financial Journey is a nationwide organization for accredited investors and business owners. Founder Keith Blackborg, a CPA and wealth strategist, describes a background that includes residential and commercial real estate, oil and gas, lending, startups, operating businesses, and paper assets, plus prior work as director of acquisitions for a hedge fund. The About page reports 60-plus families represented, more than $400 million of total net worth excluding family offices, more than $120 million of investable assets, median net worth of $6.5 million, and a client base that is 100 percent accredited.

The group’s stated work includes helping business owners and accredited investors with tax-aware wealth planning and family-office style coordination. Alternative and private-market themes on the site include real estate, energy, lending, and operating businesses rather than a single pooled fund brand.

This directory profile covers Financial Journey as an accredited-investor education and allocation community rather than a registered broker-dealer or a single sponsored fund.